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SRV

NXG Cushing Midstream Energy Fund
SRV

31 hedge funds and large institutions have $34.8M invested in NXG Cushing Midstream Energy Fund in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

81% more capital invested

Capital invested by funds: $19.1M → $34.8M (+$15.6M)

10.94% more ownership

Funds ownership: 9.66% → 20.6% (+11%)

6% less funds holding

Funds holding: 33 → 31 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
4
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$13.5M
2
AIA
Absolute Investment Advisers
Florida
+$3.15M
3
KA
Kovack Advisors
Florida
+$2.2M
4
Morgan Stanley
Morgan Stanley
New York
+$736K
5
QL
Quarry LP
New York
+$641K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$1.2M
2
CPRC
Consolidated Portfolio Review Corp
New York
-$453K
3
LFAS
Level Four Advisory Services
Texas
-$322K
4
HAG
HighPoint Advisor Group
Illinois
-$271K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$138K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$12.6M +$13.5M +323,176 New
AIA
2
Absolute Investment Advisers
Florida
$2.93M +$3.15M +75,280 New
LPL Financial
3
LPL Financial
California
$2.9M -$38.6K -923 -1%
Morgan Stanley
4
Morgan Stanley
New York
$2.82M +$736K +17,578 +32%
KA
5
Kovack Advisors
Florida
$2.06M +$2.2M +52,643 New
SF
6
Summit Financial
New Jersey
$1.99M +$318K +7,589 +18%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.44M +$229K +5,481 +18%
JWCA
8
J.W. Cole Advisors
Florida
$1.43M -$54.1K -1,292 -3%
Stifel Financial
9
Stifel Financial
Missouri
$794K +$21K +501 +3%
NAS
10
NWF Advisory Services
California
$607K +$180K +4,300 +38%
UBS Group
11
UBS Group
Switzerland
$600K -$99.4K -2,374 -13%
QL
12
Quarry LP
New York
$598K +$641K +15,305 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$486K +$16.7K +400 +3%
FFN
14
Focus Financial Network
Minnesota
$473K +$192K +4,590 +61%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$412K +$122K +2,904 +38%
SWA
16
Stratos Wealth Advisors
Ohio
$363K +$97.1K +2,321 +33%
PAG
17
Private Advisor Group
New Jersey
$272K +$34.5K +825 +13%
Jane Street
18
Jane Street
New York
$263K +$50.1K +1,196 +22%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$245K +$45K +1,076 +21%
AWM
20
Axxcess Wealth Management
California
$231K – – –
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$228K +$244K +5,839 New
SFS
22
Symphony Financial Services
Ohio
$207K +$222K +5,294 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$205K +$220K +5,258 New
WS
24
Wedbush Securities
California
$205K – – –
NA
25
NewEdge Advisors
Louisiana
$157K – – –
1
2

SRV Hedge Fund Activity: Q4 2025 in Review

31 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in NXG Cushing Midstream Energy Fund (SRV) for Q4 2025, worth a combined $34.8M — up 81% from $19.1M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of SRV and 8 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 12 added.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $13.5M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $1.2M sold.

  • 31 institutional investors held NXG Cushing Midstream Energy Fund (SRV) as of Q4 2025, down from 33 in Q3 2025.
  • Funds reported $34.8M of NXG Cushing Midstream Energy Fund stock for Q4 2025, up 81% quarter-over-quarter.
  • 8 funds opened new NXG Cushing Midstream Energy Fund positions in Q4 2025 and 10 closed out, a net change of -2 holders.
  • The largest NXG Cushing Midstream Energy Fund buyer in Q4 2025 was Sit Investment Associates, an estimated $13.5M added.
  • The largest NXG Cushing Midstream Energy Fund seller in Q4 2025 was Cornerstone Advisors, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2025.